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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (49613)	12/28/2001 6:09:07 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

here's a clue why the thread might be a bit dormant...as tg took malicious glee in thrusting in my face today... nytimes.com tb/A@wasn'tme.pov PS the tagline comes from a recent song, for those not in touch with their inner homie: rapsheet.com

To: Uncle Frank who wrote (49613)	12/29/2001 1:08:12 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

stocks are due to post their second straight down year for the first time since 1973-1974. And for the first time in the eleven years I've been a serious investor, my portfolio has lost to the S&P 500 two years in a row. YUCK! Maybe I should fire my portfolio manager -- me! Maybe not. My goal is to double the S&P 500 over the long haul. Despite my negative performance during the last two years, my portfolio outperformed that broad market index by 80% since 1990. Even during the last six years, I still beat the index by 60%. I'm not currently achieving my goal but my portfolio has grown a lot more than if I had taken the easy way of investing in an index fund. Noting my considerable underperformance during the last two years, I hope my portfolio enjoys the kind of comeback Texas had earlier tonight. --Mike Buckley

To: Uncle Frank who wrote (49613)	12/29/2001 12:52:47 PM
From: areokat	Respond to of 54805

>>``It's just more evidence that we have an economy that's likely to turn up sooner rather than later,'' said James Luke, portfolio manager for BB&T Asset Management, which oversees $8 billion in Raleigh, North Carolina. ``I wouldn't be surprised to see the economy turning by the first quarter, and actually, that's what the market has been telling us.''<< The minority view that the economy is stronger than given credit for and counter to the pessimistic view that is currently in vogue. Which is what I'd expect at the turning point of both the economy and the market.The next viewpoint to be extended as confidence improves will be the U-shaped recovery idea, all to be forgotten in 12 months. At least that's my prognosis. Kat@fullyinvestedandpleasedwithmyLTB&HpositionsbutnottheSTpositions.HAPPY NEW YEAR!